401(k) · DOL Form 5500 · 2023

Lisa Lau & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$499,992
Avg per participant High balance/head
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Official DOL plan name: Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Lisa Lau & Company, Inc. · California · Real Estate

$2M in assets, 4 participants

Lisa Lau & Company, Inc.'s Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 30th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,360 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan ranks #2,360 of 4,727 2023 filers by assets (1298% of the sector average)-$2M for 4 participants.

#2,360
in Real Estate (4,727 peers)
+15.1%
assets growth YoY

Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,999,968 30th percentile higher than 30% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$24K in the plan year 2022 filing to $263K in the plan year 2023 filing.
  • Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330043033 · Lisa Lau & Company, Inc. PY 2023 · 401(k)

Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan · $2M · 4 · 30th

  • EBSA $2M
  • EBSA 4
  • EBSA 30th
  • EBSA 401(k)
  • EBSA near Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan
  • EBSA ind #2360

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in California →

Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lisa Lau & Company, Inc. 401(k) Profit Sharing PlanLisa Lau & Company, Inc. 401…$2MSociety of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) PlanSociety of St. Vincent Depau…$2MHampton Vance Advisory, Inc. 401(k) PlanHampton Vance Advisory, Inc.…$2MVensana Capital Management, LLC 401(k) PlanVensana Capital Management, …$2MScott and Shuman, P.a. 401(k) Profit Sharing PlanScott and Shuman, P.a. 401(k…$2M
End-of-year total assets ($M) among Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$263K
Employer EIN330043033
Plan Effective Date2002-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lisa Lau & Company, Inc.)

Sponsor-wide plan assets over time

All Lisa Lau & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 32.17657715536075% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.74M $2.3M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001999968 · Participants: 4Lisa Lau & Company, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan in OH ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.1% during 2023, from $2M to $2M. Reported net income was $263K.
How have Lisa Lau & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lisa Lau & Company, Inc.'s sponsor-wide assets grew 32.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan in OH ($2M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Lisa Lau & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330043033.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.